Skip to main content

Legacy Wealth Managment, LLC/ID

Position in BENF — Beneficient

CIK 2045082 BOISE, ID

Position in BENF

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$1,050
-$1,059 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in BENF Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in BENF

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,050 300
2025-12-31 $2,109 300
2025-09-30 $2,282 2,400
2025-06-30 $720 2,400
2025-03-31 $751 2,400
2024-12-31 $1,847 2,480
2024-09-30 $3,050 2,480